Meet Us at the FEA Annual Conference
Exchange Planning Corporation is a proud sponsor of the Federation of Exchange Accommodators, the national association for Qualified Intermediaries. Our team will be in Salt Lake City for the 2026 Annual Conference.
You facilitate the exchange. We handle what comes after closing — the documentation, tax analysis, and reporting that deliver maximum tax savings for your clients.
FEA Annual Conference
Salt Lake City, UT
in exchanges documented
in taxes saved
Why We Sponsor the FEA
Qualified Intermediaries are at the center of every exchange we document. You ensure timing deadlines are met, funds are properly held, and the transaction closes correctly. After closing, there's a natural next step — ensuring the exchange is properly documented for tax filing. That gap between closing and filing is where we work.
After closing, your clients need someone to:
- Review closing statements and classify every line item
- Calculate the correct adjusted cost basis
- Find the best depreciation approach for their situation, evaluating multiple depreciation methods
- Produce reports their CPA can file from directly
1031 exchanges require specialized knowledge that most tax professionals rarely use. Without detailed post-closing documentation, it's easy for deductions and optimization opportunities to be overlooked.
Nearly half the exchanges we review contain documentation errors. We've recovered an average of $1.5M per year in additional deductions for clients — savings that come from the kind of specialist analysis we provide.
What a Partnership With Us Looks Like
Add Value Without Adding Work
Offer your clients a service that protects their exchange — handled entirely by us. You make the introduction; we do the rest.
Strengthen Client Confidence
When clients know their exchange is fully documented, it reinforces their confidence in the entire process — and in you as their QI.
Clear Division of Expertise
You're the exchange expert. We're the documentation expert. Together, your clients get comprehensive service without anyone stepping outside their lane.
Audit Representation Included
Every engagement includes audit representation. We also handle DST-specific documentation, including reserve treatment, distribution tracking, and basis allocation.
30 minutes. See how to show clients the after-tax case for a 1031 exchange.
Let's Connect in Salt Lake City
September 15–17, 2026 · FEA Annual Conference
Conference schedules fill up fast. Reserve time with our team before the conference, or reach out and we'll find you there.